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Helper IV
Helper IV

building a management report from SharePoint

Hi All,

I'm trying to build a PowerApps app that shows a management report via tables and graphs. My data sources is SharePoint List which is shown below. I like to make a PowerApps app that now does 2 things:

  1. gives table that shows total $ per month-year
  2. gives bar graph that shows same

I have added a mockup of what I like to see (2nd picture)

When I add table or graph in PowerApps I only see direct representation of my sharePoint List and can't find settings to build totals etc.

 

Any feedback is greatly appreciated!

Regards

Charles

 

the SharePoint listthe SharePoint list

 

 

 

 

 

 

 

 

 

the desired management tablethe desired management table

 

 

 

 

 

 

 

 

corresponding management graphcorresponding management graph

 

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: building a management report from SharePoint

Hi @Charles-v-D ,

 

The Groupby function can be convenient to nest the table,  we can group the value from the same preiod and easily calculate the sum.

The following formuals are for your reference.

1. create a "period" button , set Onselect as below to create a "period" column and collect in a collection. 

ClearCollect(colmoney, ShowColumns(AddColumns(Money,"period",year&"-"&month),"value","period"))

2. create a "group" button, set OnSelect as below to group the value.

ClearCollect(Coltotal,GroupBy(colmoney,"period","total"))

3. create a "sum" button, set OnSelect as below to calculate the sum

ClearCollect(ColSum,AddColumns(Coltotal,"Sum",Sum(total,value)))

4. create the column chart, set Items as ColSum below to show the Sum.

Capture.PNG

 

Best regards,

Sik

View solution in original post

2 REPLIES 2
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Super User II
Super User II

Re: building a management report from SharePoint

The bar graph is pretty simple. You need to provide the graph the data in the desired management table. You could use a combination of the GroupBy(), AddColumns() and Sum() functions to create the data table. The link below gives an example of aggregating data.

 

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-groupby#aggregate-re...



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Highlighted
Community Support
Community Support

Re: building a management report from SharePoint

Hi @Charles-v-D ,

 

The Groupby function can be convenient to nest the table,  we can group the value from the same preiod and easily calculate the sum.

The following formuals are for your reference.

1. create a "period" button , set Onselect as below to create a "period" column and collect in a collection. 

ClearCollect(colmoney, ShowColumns(AddColumns(Money,"period",year&"-"&month),"value","period"))

2. create a "group" button, set OnSelect as below to group the value.

ClearCollect(Coltotal,GroupBy(colmoney,"period","total"))

3. create a "sum" button, set OnSelect as below to calculate the sum

ClearCollect(ColSum,AddColumns(Coltotal,"Sum",Sum(total,value)))

4. create the column chart, set Items as ColSum below to show the Sum.

Capture.PNG

 

Best regards,

Sik

View solution in original post

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